✅ How to Create and Manage To-Do Lists in Britixo?
The To-Do List feature in Britixo is a lightweight personal productivity tool built into your dashboard. Unlike the more advanced task management features tied to projects or clients, To-Do Lists are ideal for quick personal reminders, non-project activities, or general notes to help you stay organised day-to-day.
This article walks you through creating, editing, reordering, and managing your To-Dos in Britixo.
Accessing the To-Do List.
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Log in to Britixo: https://britixo.com/app/login
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From your Dashboard, scroll down or locate the To-Do Widget on the screen
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If it’s not visible, you can enable it via Dashboard Widgets Settings
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Creating a New To-Do Item.
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Locate the To-Do section
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Click the “+ Add To-Do” or enter your task directly in the input field
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Type your task or note (e.g., “Call supplier before 2 PM”)
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Press Enter or click Save
Your item will appear immediately in the list.
Marking Tasks as Completed.
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To mark a To-Do as completed:
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Click the checkbox to the left of the task
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The item will be strikethrough and moved to the bottom of the list
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You can view all completed items for reference or delete them when no longer needed.
Editing or Reordering To-Do Items.
Britixo’s To-Do List keeps things simple:
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Edit: Hover over a task and click the pencil icon to update the text
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Reorder: Drag and drop To-Do items to manually reorder your list
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Delete: Click the trash icon next to a To-Do to remove it permanently
Note: There's no date or reminder functionality attached to these items—they're designed for quick, self-managed notes.
Who Can See To-Do Items?
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To-Do Lists are private to each staff member
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No other staff or admin can view or assign your To-Dos
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Ideal for personal task management within the CRM environment
Use Cases for To-Do Lists.
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Remind yourself to respond to a message
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Create a quick call-back list
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Note a manual billing follow-up
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Add non-client-specific tasks (e.g., "Update pricing sheet")
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Track small personal items (e.g., "Submit expenses by Friday")
Permissions.
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All active staff accounts have access to their own To-Do List
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There's no permission required unless dashboard widgets are disabled
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Admins can manage widget visibility via staff role settings